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Hi, where can I get some info on the best way to market Medicare supplement in NY?
Buy a list of people age 65 and up, scrubbed against the DNC list and start calling them.
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Hi, where can I get some info on the best way to market Medicare supplement in NY?
I cold-call for supplements. This week I went to an apartment complex on an appointment and I was looking around for the right apartment. A nice lady sitting on her porch asked me who I was looking for. I told her and she said ----"he's right around the corner---here--I will show you...."and she did ---I wrote an app on the guy and came out an hour later-I went up to the lady and thanked her....I said my business is working with people for Medicare Supplement plans---she said, "oh do you have the BLAH BLAH plan?" I said 'Yes I do"....she said "let me write down my phone number and I would like to meet with you sometime".
I went to my car to get a couple business cards and I came back to her and now a neighbor was sitting with her on the porch.....the first lady said-"this is my neighbor, Betty"...she would llike to listen in too when we meet about the BLAH BLAH plan"....
Now, the BLAH BLAH plan is a Medicare Advantage plan, not a supplement.....How would you experts deal with this one in a CMS compliant fashion?
I cold-call for supplements. This week I went to an apartment complex on an appointment and I was looking around for the right apartment. A nice lady sitting on her porch asked me who I was looking for. I told her and she said ----"he's right around the corner---here--I will show you...."and she did ---I wrote an app on the guy and came out an hour later-I went up to the lady and thanked her....I said my business is working with people for Medicare Supplement plans---she said, "oh do you have the BLAH BLAH plan?" I said 'Yes I do"....she said "let me write down my phone number and I would like to meet with you sometime".
I went to my car to get a couple business cards and I came back to her and now a neighbor was sitting with her on the porch.....the first lady said-"this is my neighbor, Betty"...she would llike to listen in too when we meet about the BLAH BLAH plan"....
Now, the BLAH BLAH plan is a Medicare Advantage plan, not a supplement.....How would you experts deal with this one in a CMS compliant fashion?
But, this was not beneficiary initiated. He walked up to her, told her what his business was. Then she asked a question. She did not approach him.
That said, there is slim to NO chance anyone is going to ask her how/when/where she met the agent.
Thanks for the info.Contact Frank Stastny----he is da'man!
I cold-call for supplements. This week I went to an apartment complex on an appointment and I was looking around for the right apartment. A nice lady sitting on her porch asked me who I was looking for. I told her and she said ----"he's right around the corner---here--I will show you...."and she did ---I wrote an app on the guy and came out an hour later-I went up to the lady and thanked her....I said my business is working with people for Medicare Supplement plans---she said, "oh do you have the BLAH BLAH plan?" I said 'Yes I do"....she said "let me write down my phone number and I would like to meet with you sometime".
I went to my car to get a couple business cards and I came back to her and now a neighbor was sitting with her on the porch.....the first lady said-"this is my neighbor, Betty"...she would llike to listen in too when we meet about the BLAH BLAH plan"....
Now, the BLAH BLAH plan is a Medicare Advantage plan, not a supplement.....How would you experts deal with this one in a CMS compliant fashion?
You have to make sure you are clear that an MA plan is not a Medicare Supplement. Perhaps you clarified this with the client and didn't express it in your post. You are allowed to discuss what a Medicare part C plan is, but you should adhere to the 48 hour rule and SOA (Scope of appointment) before going into plan specifics.
As a rule of thumb, I don't carry MA material into an appointment unless I already have an SOA. This way I have a legitimate out to schedule an appointment to come back better prepared.